IBD:NYE-Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF (USD)

ETF | Corporate Bond |

Last Closing

USD 23.56

Change

+0.12 (+0.51)%

Market Cap

USD 0.33B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-30 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter..

N/A

USD 9.92B
QLTA iShares Aaa - A Rated Corporat..

-0.01 (-0.02%)

USD 1.62B
CORP PIMCO Investment Grade Corpora..

+0.01 (+0.01%)

USD 1.24B
GIGB Goldman Sachs Access Investmen..

+0.05 (+0.11%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

N/A

USD 0.43B
KORP American Century Diversified C..

+0.01 (+0.02%)

USD 0.38B
IGBH iShares Interest Rate Hedged L..

-0.05 (-0.21%)

USD 0.09B
IG Principal Exchange-Traded Fund..

+0.04 (+0.17%)

USD 0.09B
LQD iShares iBoxx $ Investment Gra..

+0.01 (+0.01%)

N/A
FCOR Fidelity® Corporate Bond ETF

-0.03 (-0.06%)

N/A

ETFs Containing IBD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.13% 82% B 39% F
Dividend Return 3.34% 25% F 49% F
Total Return 3.21% 75% C 37% F
Trailing 12 Months  
Capital Gain -0.13% 82% B 39% F
Dividend Return 3.34% 25% F 49% F
Total Return 3.21% 75% C 37% F
Trailing 5 Years  
Capital Gain -8.38% 73% C 40% F
Dividend Return 10.79% 4% F 34% F
Total Return 2.41% 42% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -2.22% 71% C- 22% F
Dividend Return -0.41% 64% D 19% F
Total Return 1.81% 14% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 5.75% 100% F 91% A-
Risk Adjusted Return -7.06% 64% D 17% F
Market Capitalization 0.33B 28% F 43% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.